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Senior Client Service Specialist - Hybrid Wealth Management

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Wealth Enhancement Group
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Walnut Creek, CA seeks a Sr. Client Service Associate/Sr. Client Service Manager. This role involves liaising between clients and financial advisors, with responsibilities in onboarding, client relationship management, and financial review preparation. Ideal candidates will possess strong organizational skills, experience in the financial industry, and proficiency in Salesforce. A bachelor's degree is preferred along with 3-5 years of relevant experience for the Associate role and 7+ for the Manager position.
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Position Requirements
10+ Years work experience
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